cancel collective invoice

[Former Member]

Hello to you all,

Does anyone know how do I cancel collective invoice?

I would like only to cancel the stage of creation the CBN without the full cancellation of the billing documents itself through Tcode NA03.

I will appreciate your help.

Thanks,

Yoav

Edited by: yoav bernstain on Aug 2, 2009 1:56 PM

[Claudius]

Hi Yoav,

I am not sure that I understand your question. What would you like to see as a result of the cancallation if not the cancellation of the billing documents?

Regards,

Claudius

[Former Member]

Hi Claudius,

As the process include two stages: invoice the cases through NA01 and create collective invoice through NA90,

If I would like to cancel / reverse the first stage I can do so through NA03,

How can I cancel the second stage (create collective invoice) in order to create a new one and to include more cases (or less) under the same collective invoice number?

I would like to be able to do so without invoice / reserve the cases which are effect the FI module.

Regards,

Yoav

[Claudius]

Hi Yoav,

it sounds like you want to work with invoice selections, before you actually create the collective invoice. Saving an invoice selection first would give you the opportunity to edit (delete or add cases) before you create the collective invoice. See the [process description|http://help.sap.com/erp2005_ehp_04/helpdata/EN/b7/f0588856b511d2957000a0c929aafd/frameset.htm].

Once you have created the collective invoice (i.e. the system has assigned a collective invoice number to the single billing and accounting documents) you can cancel single invoices (i.e. let the system unassign/delete this number from the documents), but not add new invoices any more.

Regards

Claudius

[Former Member]

Hi Claudius,

Thanks,

I thought about this option but it not solves my problem.

The need rise only after I actually created the CBN, I don't have this info ahead.

Cancel a single invoice is not an option since it actually reverses the single billing also in FI which is not desired.

Regards,

Yoav

[Claudius]

Hi Yoav,

maybe you can describe the business reasons fro the change of the collective a bit further - but the rationale for the system behaviour is quite clear I think.

Once you have actually not only created the invoice selection, but also the collective invoice number (and potentially the printout or any other communication around it) you cannot simply change as this would violate consistency and in some cases even good accounting practises.

Maybe you can still discuss with our users whether the two-step approach is acceptable.

Regards

Claudius

[Former Member · Accepted solution]

Hello Claudius,

First we had a visit here from Peter Langkafel your colleague regard our ISH project.

Canceling only the CBN without cancel / reverse the financial document the first stage through NA03 is not a change and it would not violate consistency or good accounting practises since this stage (creating the CBN) does not create a financial document.

As mentioned in the documentation: "In this process, you can group together invoices by payer or invoice recipient, and create and print a collective invoice per payer for these invoices." u2013 The purpose is actually only to group together.

If I would like to group invoices by a different parameters,t this should be an option since the action to reverse the financial document *does* have a real effect in the financial module and should be saved if it can be done. As a proof you can invoice on several occasions and still group all of them into one CBN.

Warm regard,

Yoav

[Claudius]

Hi Yoav,

I agree to your point that the collective bill functionality of SAP Patient Management does not create additional financial documents but rather updates the single invoice documents with the invoice number. Still, my point was that you may have used this number in your communication to the payer and therefore it may be critical to change the assignment or define different parameters leading to a different "collective invoice".

From what we have heard from customers in different countries the collective invoice functionality is not only used to group invoices but really also to communicate the selection to the payer, e.g. as print out or electronically. And from a design perspective we have decided to provide an (optional) two-step approach where users can first select cases depending on certain criteria, manipulate the case selection and then create the invoice including the assignment of the collective billing number.

Your proposal basically is to implement the "selection" step a bit later in the overall process, based on the invoices created. My guess would be that this could have been a valid design option, but as matter of fact we have opted for another design leveraging the already existing concepts in SAP Patient Management.

Depending on your business requirements it may be an option to create a project-specific solution.

Regards

Claudius

[former_member899056]

Hi,

Have you found a solution for cancellation a collective invoice?

[former_member751591]

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